Report
Gerardo Ibanez ...
  • Steven Boumans

Aedifica SA : Aedifica’s investor day in the UK provides comfort on pricing through inflation; limited increases on the cost of debt; and confidence in guidance

>Conclusion: Investor day and UK property tour confirms our bullish view, benefits of inflation are current outweighing the rising interest rate risks - The questions on the healthcare real estate segment are the impact of the rise in construction costs and whether the impact of inflation on the rents and tenant risk. Although higher construction costs could lead to delays, there are currently no signs that it would lead to higher costs for Aedifica. Also we are now m...
Underlying
Aedifica SA

Aedifica is a property company, which is specialized in residential real estate. Co.'s portfolio has a superstructure of more than 225,911 sq. m as of June 30 2010. It owns: residential or mixed buildings in Belgian cities with classical leases; buildings with furnished apartments buildings in the heart of Brussels with shorter term leases; senior houses and serviceflats with very long term and triple net leases; and hotels. Co. invests: in existing and already leased buildings; and in projects with future completion. Co.'s activities can be divided into four segments: Residential or mixed buildings; Furnished apartments buildings; Senior houses; and Hotels and others.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Gerardo Ibanez

Steven Boumans

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